Money Advisors, Inc. DBA Century Investment Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$57,383,760
Clients
144
Advisors
5
of 5 employees
About
Money Advisors, Inc. d/b/a Century Investment Planning serves individuals, trusts, estates, limited liability companies and retirement plan accounts, including both non‑high‑net‑worth and high‑net‑worth clients, with discretionary portfolio management as its primary service. The firm’s brochure reports approximately $64 million in discretionary assets under management as of December 31, 2025 and notes that financial planning services are provided at clients’ request.
The firm describes a fundamental, long‑term investment approach that avoids market timing and non‑investment‑grade securities, generally favors dividend‑paying equities, and limits mutual fund and ETF use because of administrative charges. Advisors have discretionary trading authority but state a practice of consulting clients before significant strategy changes and use a range of research sources (Bloomberg, Morningstar, Value Line, CFRA, etc.) while custodial arrangements are maintained with Charles Schwab.
What the brochure highlights as less common among peers is the team’s ongoing accounting and real‑estate business experience: the founder’s long CPA and CFP background and descriptions of principals’ involvement in real estate management and holding companies (for example, Maplevest Management LLC and prior roles with Summit Apartments/Francisco Group). The brochure also discloses that the firm receives no third‑party compensation, does not participate in wrap fee programs, and manages client assets exclusively on a discretionary basis, combining professional accounting credentials with active non‑investment business interests.
Client services
Expertise
Fee options
Fixed and negotiated fees for financial planning services
Up to 1.5% of portfolio assets annually, payable quarterly in arrears
Main office
3540 Wheeler Road, Suite 206
Augusta GA 30909
Advisors at this office
5
Most active in
Georgia · South Carolina
Also doing business as
Century Investment Planning · Money Advisors, Inc. · Money Advisors, Inc. Dba Century Investment Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")